hour long show. good stuff IMO. the couple minutes after 40:35 (timestamped on attached vid) have an interesting take -
“What we just witnessed with Deep Seek can be replicated, across other industries […] Where else could Deep Seek, what happened to these Silicon Valley sector in AI because of this Deep Seek event, where else could this even be replicated? […] the weapon is out […] you can’t tell me there aren’t a bunch of college kids, right now, trying to figure out 'how could we tank the market in a sector, by trading in stock, by leveraging a technology release – exactly the way we just saw?”
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